- [Instructor] Workflow Rules.…For this workflow rule, we're going to look…at the workflow rule for sending a notification…and task to the service team on stage closed.…So let's look in here.…Let's go to Edit, and let's look at…how we set up our workflow rule.…For starters, what we did is we set up the rule name,…of course, has to be specific.…The description tells exactly what's happening,…the evaluation of the rule,…created at any time it's edited…to subsequently meet criteria.…Opportunity stage equals closed one,…and filter logic takes care of itself.…

Now let's cancel out of there…and remember that we have two things going on.…We have two workflow actions:…we have a task and an email alert.…Let's look at our task first, let's dive in here.…Click Edit so you can see this in more detail.…Now, what this says is basically, I've just set up a task,…I've assigned it to a specific person with a due date.…I can add plus seven days, ten days, whatever I like.…But basically it gives the service team,…or that particular individual,…

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Released

3/29/2017

Discover how to set up your Salesforce Opportunity records to meet the needs of your organization. In this course, learn how to customize the layout and behavior of Opportunity records to match your sales process and to keep your organization informed of the condition of existing and new sales. Learn how boost sales by leveraging validation rules, workflow rules, reports, and more.